Our Team

Keith is a Partner and Senior Advisor with Foundations Financial Partners, LLC.

He has an undergraduate degree in Bible from Cairn University. He received his Master’s in Organizational Leadership in 2001 from Cairn University. He holds FINRA Series 7, 66, and 24 securities registrations. He is a licensed Life, Accident and Health Insurance professional

Mr. Tomer has extensive public speaking experience, and has served clients and worked with other professional advisors for 10 years. He is passionate about continuing education and professionalism in the financial services industry. He is a member of the Financial Planning Association (FPA).

Prior to joining the Financial Services Industry in 2004, Keith was the Administrative Pastor for a large church in the Bucks County area. As a pastor, he was continually reminded of the financial challenges that individuals, families and business owners face as well as the unique struggles encountered by non-profit organizations. As an advisor with Foundations, Keith can help families, individuals and businesses with these specific challenges and allow them to realize their dreams.

“I love helping my clients work through the financial opportunities they face. Whether it is guiding them through the budget process, discussing how to fund their children’s college education or helping them achieve a successful retirement, planning in advance can make all of the difference. We live in a complex financial world; it is my job to partner with my clients to provide them with understandable alternatives to the financial opportunities they grapple with.”

He and his wife, Charlene both grew up and reside in Bucks County. In fact, they both attended Central Bucks East High School, but they did not meet until college. They have three children and enjoy riding their bikes, kayaking, paddle boarding, and going to the beach. The Tomer family is active in their church and community.

“Careful planning puts you ahead in the long run; Hurry and scurry puts you farther behind”.

-Proverbs 21:5 (The Message)

Keith is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc. Separate from the financial plan and our role as financial planner; we may recommend the purchase of specific investment or insurance products or accounts. These product recommendations are not part of the financial plan and you are under no obligation to follow them. Securities and investment advisory services offered through Securian Financial Services, Inc., Member FINRA/SIPC. Securities dealer and registered investment advisor. Foundations Financial Partners is independently owned and operated.

Paul is a financial advisor with Foundations Financial Partners, LLC, providing comprehensive financial planning and advice to individuals, families and small businesses.

He has his undergraduate degree in Psychology from Bucknell University. He has attained the professional designations of CERTIFIED FINANCIAL PLANNER^TM Professional (CFP^®) and Chartered Life Underwriter (CLU^®). Paul holds FINRA Series 7 and 66 securities registrations and is also a licensed Life, Accident and Health insurance professional.

Paul started his career in the financial services industry in New York City. During his time there, he worked on a wealth management team at Credit Suisse. After moving to the Philadelphia area, he joined Foundations Financial Partners in 2012.

“I approach every relationship through a planning lens and team approach. Advice is given after a comprehensive analysis of a client’s entire financial situation. Recommendations typically go beyond basic investment solutions. Working with a client’s tax and legal counsel is encouraged and celebrated, as their insight and inclusion during the financial planning process is crucial.”

Paul currently resides in Bucks County, Pennsylvania with his wife, Dominika, and children. They enjoy hiking, cooking and traveling.

“All financial success comes from acting on a plan. A lot of financial failure comes from reacting to the markets.”

- Nick Murray

Paul is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc. Separate from the financial plan and our roles as financial planner; we may recommend the purchase of specific investment or insurance products or accounts.  These product recommendations are not part of the financial plan and you are under no obligation to follow them. Securities and investment advisory services offered through Securian Financial Services, Inc. , Member FINRA/SIPC. Foundations Financial Partners is independently owned and operated.

Bret is a Financial Advisor with Foundations Financial Partners, LLC providing insurance, investment solutions and comprehensive financial planning services to individuals, families and small businesses. He holds FINRA Series 7 and 66 registrations and is a licensed life, accident, and health insurance professional.  

Bret received his Bachelor of Arts in Political Science and Economics from Bucknell University in 2017. He was named to the All-Academic Patriot League Team (2014-2016) for excelling not only on a Division I Football team but also in a top academic classroom. Prior to joining Foundations Financial Partners’ advisor team, Bret worked in federal sales and consulting in the Washington, D.C. area. With his academic excellence, leadership background, and experience in consulting, he brings additional competency, passion, and commitment to our firm.

“I have always desired a profession that allows me to make an impact on others’ lives. Being a Financial Advisor at Foundations Financial gives me that opportunity to positively influence the people I serve.”

Bret currently resides in Doylestown, PA and enjoys golfing, playing basketball, and spending time with his girlfriend, Sarah, his friends and his family.

“When it is obvious that the goals cannot be reached, don’t adjust the goals, adjust the action steps.” - Confucius

Bret is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc. Separate from the financial plan and our role as financial planner; we may recommend the purchase of specific investment or insurance products or accounts. These product recommendations are not part of the financial plan and you are under no obligation to follow them. Securities and investment advisory services offered through Securian Financial Services, Inc., Member FINRA/SIPC. Securities dealer and registered investment advisor. Foundations Financial Partners is independently owned and operated

Joshua is a Financial Advisor with Foundations Financial Partners, LLC. He provides insurance, investment solutions and comprehensive financial planning services and advice to individuals, families and small businesses. Joshua holds FINRA Series 7 and 66 security registrations and is a licensed Life, Accident and Health Insurance professional.

Joshua has a bachelor’s and master’s degree in architectural engineering from Pennsylvania State University with a focus on electrical engineering. During his time at Penn State, Joshua was involved with several student groups, most notably his fraternity Alpha Rho Chi, in which he served as social chair.

Prior to joining the financial services industry, Joshua worked for an engineering consulting firm in Washington, D.C. and passed the State Professional Engineering exam to become a certified P.E. Soon after, he and his wife moved back to Pennsylvania to start their family. As he continued working for engineering firms he realized that his biggest passion was helping and mentoring others and this passion wasn’t being fulfilled to the extent he desired through his engineering career. After thoughtful consideration, his solution was to marry this passion with his love of numbers and problem solving in an exciting, new career as a Financial Advisor.

“A good day for me is being able to help someone on a personal level. To look back on the day and see the relief and confidence that I helped others to gain is what motivates me the most. I’m very fortunate and grateful that I get to do this every day.”

Joshua resides in Doylestown with his wife, Jessica, and their three children. He and his family are active in the Doylestown community, attending or participating in the many races, festivals, and parades. He proudly spends much of his free time at every soccer game or dance lesson his children are involved with or living out real life adventures such as camping, ice fishing, candle making, or hiking (to name a few) with his daughter through the YMCA’s Adventure Guides group.

“A goal without a plan is just a wish.” - Antoine de Saint-Exupéry

Debra A. Whalen is Foundations Financial Partners’ Business Processor. She brings 29 years’ experience in accounts receivable and banking to our firm.

Prior to joining the Foundations Financial team, Debra was an Accounts Receivable Specialist at Cold Eeze in Doylestown for over 19 years. She was an accounting staff supervisor and held responsibility of account reconciliation, data processing, collections, and document control.

“I believe that there is a position where accurate accounting and outstanding customer service meet and I strive for it every day.”

Debra holds special training/education in Retail Banking Principles Policies, Teller Operations, Mortgage Service Customer Relations, Branch Operations Management, and Personnel Management.

Debra resides in Bucks County and enjoys reading, cooking, and spending time with family. She is an active volunteer of her daughters’ Girl Scout Troop and CB School Marching Band.

“The more you feed your mind with positive thoughts, the more you can attract great things into your life.”

-Roy T. Bennett